- To develop a strong client base of High Net Wealth clients through company's client base and your own network
- Closely monitor clients' portfolios and formulate appropriate solutions to meet the client's investment needs and expectations
- Collaborate with Investment Consultant and Product Team to understand the needs of the clients and the most updated product information
- Comply fully with all regulatory bodies, making sure all KYC/AML rules and regulations are well applied during and after client onboarding.
- Degree holder in Business Administration or related disciplines
- Minimum 5 years experiences in the private wealth industry
- Holder of SFC license for Types 1, 4 regulated activity
- Good knowledge in insurance products, bonds, funds and other wealth management products;
- Good command of written and spoken English and Cantonese and Putonghua
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